ClientWise Proprietary Research and Content

Our original ClientWise practice management content, coaching tools, and resources are developed from in-depth research by industry experts. These proprietary tools and databases contain best practices from leading professionals, access to the most significant financial trends and influences worldwide, and can be used independently or in conjunction with ClientWise Coaching.

The ClientWise Benchmark Assessment Report (BAR)™

Our proprietary practice evaluation tool, created by and consistently refined by in-depth research and interviews with high performing advisory teams.

The ClientWise Practice Management Content eLibrary™

This extended eLibrary offers all of our proprietary, original content created from in-depth research and interviews with over 5,000 top-performing financial professionals an industry experts in both coaching and financial services. The virtual platform offers guidance around key practice management issues through detailed articles, specialized tools, and workbooks.

The ClientWise 360 Team Assessment™

DISC Assessment™

DISC Assessment™ is a personality profile that provides insight into natural and adaptable behavior styles for individuals and teams. By assessing traits of dominance, influence, steadiness, and compliance, it creates clearer goals around leadership, management, sales, hiring, and employee development.

“The best way that top advisors can judge their progress and standing in the industry is to compare themselves to their peers. ClientWise, through it’s Benchmark Assessment Report, not only provides that data, but also presents it in a way that creates relevance and validity around each data point. That data is extremely valuable for us.